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Custom fields

Create pick lists

Define options that you reuse in the Choice and Multiple choice types across several custom fields

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A field of the type Choice or Multiple choice needs a pick list. You create the list once and use it in as many fields as you like. If you change an option, it is correct everywhere straight away.

Required:Manage custom fields

Open the Pick lists tab

Go to SettingsCustom fields and click Pick lists. Every list shows its options with colour and how many fields use it.

The Pick lists tab with the Contract type list

Create a list

Click New pick list. Fill in a Name and optionally a Description. Tillor creates a Key itself.

Add options

Click Add option and fill in the Label, for example Seasonal. Choose a colour with the colour dot. A list needs at least one option.

New pick list dialog

Save

Click Save. Then choose the list when creating a field of the type Choice or Multiple choice.

What happens next?

  • The list is available when you create a field of the type Choice or Multiple choice.
  • If you later change an option's label or colour, it is correct straight away in every field that uses the list.
  • An option's Value is fixed as soon as it has been used on a record.

Problems?

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